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Specialties & Experience

General Specialties: Appraisal & Valuation and Personal Property Appraiser

Specialty Focus: IRS Appraisal Review, Insurance Loss, Intellectual Property, Rare Books, Film, Fine Art, Fine Wines, Historic Document/Letters, Archives, Life Insurance Policies, Collections, Memorabilia

Education: BA, The New School, NYC; Intensive Appraisal Study, New York University; Member, Appraisers Association of America; CLU, CHFC, American College, Bryn Mawr, PA

Years in Practice: 40+


Additional Information

Appraisal Studies include: Legal and Ethical Aspects of Appraising, - IRS Legal Guidelines in Valuation Research Methodology - Uniform Standards of Professional Appraisal Practice (USPAP) Specific Seminar Studies: Print & Print making, Fine Art, Book conservation, Impressionist and Modern Art, Paintings, Drawings, Sculpture, American and English Silver, Wines, Rare Books and Documents Recent Publications: “The Personal Property Appraisal and Appraiser”, Trusts and Estates, March, 2018, “The Auction House Guarantee” A Special Report, Trusts and Estates, March, 2016, “Gifting an Archive to a University”, Trusts and Estates, October, 2015, “The Superfluous Life Insurance Policy”, Trusts and Estates, August, 2015, “The Misunderstood Appraisals”, Trusts and Estates, March 2014, “Tangible Asset Appraisal, Valuation Strategies, September/October 2013, “One of a Kind, Calculating the ultimate fair market value of documentary or privately-produced film”, Trusts and Estates, Wealth Watch, December 2011, , “Life Insurance Appraisals”, Trusts & Estates, April 2011, “Valuing Art for Tax Purposes”, Journal of Accountancy, July 2010